Comments on: What My Family Should Know When I Die: An End-Of-Life Checklist

By: CAROL

CAROL — Fri, 02 Feb 2024 20:41:09 +0000

Thank you so much for this information. We have all the papers we need (both aged 78) but putting this all in one place was invaluable. Thank you!!

By: Maria

Maria — Fri, 11 Aug 2023 19:04:56 +0000

Hello, In the event of a sudden death there are a few things to consider. I had a sibling die suddenly (no spouse). They had all the important paperwork together. The things that were most frustrating (and time consuming) were things we didn’t think about right away, like online subscriptions. Streaming services are pretty obvious.

But we didn’t realize they had Geek Squad and Norton auto pay subscriptions. Both needed copies of the death certificate and more paperwork than you would think. There was also an HP Ink Subscription and a furnace filter subscription. Who knew? I like the idea of a binder with all these things included.

It would also have helped to know where they kept their tax file and what company they used to complete them. Their Dog: what vet do they use? We needed over night accommodation for the first week or so. It would have been helpful to know the kennel they already use (all the pup info was already recorded). We found that most kennels in our area have wait lists. We didn’t need the stress at that to find a safe place for the dog away from the hubbub.

A sudden death, especially of a young person, can be pretty traumatic. Ease your families pain by documenting oddball items ahead of time.

By: Deborah P

Deborah P — Sat, 03 Jun 2023 02:27:24 +0000

I put in my name & email address but didn’t get anything to get into the free forms library. Help please!

By: One Frugal Girl

One Frugal Girl — Wed, 04 May 2022 13:09:23 +0000

In reply to Pat M. @Pat M, I'm so happy you found my articles helpful and used them to document financial details with your parents. Thank you for letting me know!

By: Pat M

Pat M — Sun, 17 Apr 2022 12:47:13 +0000

Thank you for your wonderful articles! I love them all! I printed “Managing and Protecting My Elderly Parents’ Finances” last summer and shared it with my parents. My mother started showing me all their hiding places (basement workroom, bedroom closet, shirt pocket, underwear drawer). I felt overwhelmed as nothing got written down. This weekend, I put your Finances list in a spreadsheet and sat with my parents and played the question game and documented where stored and account numbers. We had special time together and the comfort of feeling more organized and better prepared for the future.
They both have medical issues (87 and 92 years old) so of course this led to the list of doctors, medications, surgeries. I promised them that topic would be next spreadsheet with help from your article “Keeping Your Medical Records Could Save Your Life”.
I have 1 sister and 2 brothers who are all very supportive of my parents. I am designated medical person and my sister is designated financial person. It is hard to face the fact that our parents will not be with us forever. We cherish every minute with them. Love works that way.
Thanks for your support Jewels! Prayers for your father.

By: Beth

Beth — Mon, 11 Apr 2022 20:35:32 +0000

In reply to Beth. @One Frugal Girl, :-)

By: One Frugal Girl

One Frugal Girl — Mon, 11 Apr 2022 19:16:49 +0000

In reply to Beth. @Beth, I'm glad you found it helpful. My husband and I need to update a lot of our estate planning documents now too!

By: One Frugal Girl

One Frugal Girl — Mon, 11 Apr 2022 19:16:09 +0000

In reply to Steveark. @Steveark, That is an excellent suggestion and one I should've included. Thank you for mentioning it.

By: Beth

Beth — Sun, 10 Apr 2022 20:20:38 +0000

Thank you for this. I found quite a few gaps in my TEN page financial information document. And I just quickly created a brief obituary for both my husband and me. This past month, two different friends stopped procrastinating and met with an attorney to update their wills and other documents. Documenting your experience (pun?) has truly helped a lot of people!

By: Steveark

Steveark — Sun, 10 Apr 2022 14:59:12 +0000

I executed my parents’ significant estate after they both had passed. The thing that made it the easiest is that the will didn’t matter. Almost all the assets were in bank and brokerage accounts so they passed directly to my brother and me with no probate at all. That only happens if you elect to have all your accounts payable on death, POD, to your beneficiaries. That’s the biggest favor you can leave to your heirs.